TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.4M
3
+$13.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.6M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.98M

Top Sells

1
+$5.32M
2
+$4.55M
3
+$3.31M
4
MSFT icon
Microsoft
MSFT
+$3.13M
5
URTH icon
iShares MSCI World ETF
URTH
+$2.74M

Sector Composition

1 Technology 8.19%
2 Financials 5.38%
3 Healthcare 4.84%
4 Industrials 3.64%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$159K 0.01%
1,808
+562
627
$157K 0.01%
5,606
+192
628
$154K 0.01%
896
+64
629
$154K 0.01%
1,892
-1,168
630
$151K 0.01%
157
+20
631
$149K ﹤0.01%
2,001
+543
632
$149K ﹤0.01%
+1,833
633
$148K ﹤0.01%
1,115
-941
634
$146K ﹤0.01%
755
+178
635
$143K ﹤0.01%
1,229
+450
636
$143K ﹤0.01%
1,094
+368
637
$142K ﹤0.01%
986
+532
638
$141K ﹤0.01%
2,328
+1,021
639
$140K ﹤0.01%
710
+212
640
$139K ﹤0.01%
2,409
+768
641
$139K ﹤0.01%
550
+20
642
$138K ﹤0.01%
1,013
-161
643
$136K ﹤0.01%
790
+77
644
$136K ﹤0.01%
1,453
+75
645
$133K ﹤0.01%
2,607
+1,233
646
$132K ﹤0.01%
1,984
+877
647
$131K ﹤0.01%
2,284
+2,015
648
$129K ﹤0.01%
105
-1
649
$128K ﹤0.01%
9,644
-151
650
$127K ﹤0.01%
965
+30
24 25
26
27 28